Enabling the 'Generate with MaxAI' Button

Note: You must have installed MaxAI (as described in Installing MaxAI (via Agentforce) and Creating the Agent) before you can enable the 'Generate with MaxAI' button.

Note: To make the Generate with MaxAI button available at the top of the Account Details page, and to enable the review and acceptance of MaxAI-generated content, you must install MaxAI package version 2.5 or later.

Taking the following steps will allow your users to do either of the following with the click of a button:

  • Populate an account or opportunity insight map - as indicated below.

  • Complete specific account/row details questions (as indicated below). When configuring this scenario, you can create an individualized prompt for each question - guiding MaxAI toward providing the answers that your users require.

    In account plans, users can also complete all of these questions at once, using the Generate with MaxAI button at the top of the Account Details page (as indicated below).

Switching on this functionality is all that's required to enable the MaxAI button in insight maps. For account/row detail questions, you need to create the prompts for the relevant questions.

Note: For the button to generate content, the Website field must be populated on the account. MaxAI uses the website to identify the company.

Content that users generate with the button is saved straight away and marked as pending acceptance, until the user accepts it, edits it, or rejects/deletes it. Content that users add via the MaxAI Revenue Execution agent or Altify's MCP Servers is marked as accepted when it is created. For more information, see 'One Click' Account Detail Completion with MaxAI, 'One Click' Row Detail Completion with MaxAI and 'One Click' Insight Generation with MaxAI.

Creating prompts for account/row detail questions

The 'Generate with MaxAI' button is only displayed for questions where you have created a prompt, and the button at the top of the Account Details page generates answers for these questions only. In this way, you can take a targeted approach, providing MaxAI assistance where it is of real benefit.

To create a prompt do the following:

Note: you will enter your prompts into a custom text field, 'Question_Prompt' (MAXAI__Question_Prompt__c). This field belongs to the object Altify AM Account Question and is delivered as part of the MaxAI package. You must add the field to the page layout of the Altify AM Account Question before you can proceed with the steps below.

  1. In the App Launcher, select Altify Account Manager Admin.

  2. Select the tab Altify AM Account Questions.

  3. Select Edit for a question where you wish to make customized MaxAI guidance available.

  4. In the Question_Prompt field, enter a prompt that MaxAI will use in suggesting an answer to the user.

    For example, for the question 'Significant Achievements' (EAQ_03), you might enter the following prompt:

    'List and outline significant achievements using three headings: 1) Sales 2) New markets 3) Sustainability.'

    Note: if you do not have a specific prompt in mind, and just want to make the 'Generate with MaxAI' button available to users, you can just copy the content from the Help field to the Question_Prompt field.

  5. Click Save.

Tip: Altify recommends that you add the field Question_Prompt to your Altify AM Account Questions list view so that you have an overview of the prompts that have been added.

Switching on MaxAI guidance in the Altify interface

In order enable the MaxAI button for insight maps and account/row details, do the following:

  1. In Setup, go to Custom Settings.
  2. Click Manage beside Altify In-App MaxAI Settings.
  3. Click Edit.

  4. For the setting Enable Generate MaxAI Button, enter All.

    If this setting is cleared, the MaxAI button is not displayed in insight maps or account/row details.

  5. Set AI Endpoint to /MAXAI/maxai/v1/. This is the path the Altify UI appends to each call.

    Note: Do not edit the AI Endpoint (Internal use) setting, as it is for internal use by Altify only.

  6. Ensure that Account Details MaxAI Prompt Field is set to MAXAI__Question_Prompt__c. This is the field that holds the prompt for each account question (as referred to in Creating prompts for account/row detail questions).

  7. Click Save.